Purchases and Sales Made in Q4 2023 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q4 2023. The information is specifically focused on institutions that hold shares of PROCTER & GAMBLE Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
161+ 3.93% |
$23K - $24.7K
|
4.26K
$722K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
158+ 1.82% |
$22.6K - $24.3K
|
8.83K
$1.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
158+ 3.41% |
$22.6K - $24.3K
|
4.8K
$812K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
158+ 1.57% |
$22.6K - $24.3K
|
10.2K
$1.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
156+ 3.01% |
$22.3K - $23.9K
|
5.34K
$904K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendley & CO Inc
|
BUY
|
- |
155+ 0.64% |
$22.2K - $23.8K
|
24.3K
$4.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
155+ 0.95% |
$22.2K - $23.8K
|
16.4K
$2.78M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
154+ 0.49% |
$22K - $23.6K
|
31.9K
$5.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
154+ 0.56% |
$22K - $23.6K
|
27.5K
$4.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
153+ 1.0% |
$21.9K - $23.5K
|
15.4K
$2.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
152+ 1.21% |
$21.7K - $23.3K
|
12.7K
$2.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
151+ 49.67% |
$21.6K - $23.2K
|
455
$77.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
151+ 3.34% |
$21.6K - $23.2K
|
4.67K
$791K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
150+ 0.71% |
$21.5K - $23K
|
21.3K
$3.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
149+ 8.49% |
$21.3K - $22.9K
|
1.91K
$323K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
149+ 4.58% |
$21.3K - $22.9K
|
3.41K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
149+ 1.56% |
$21.3K - $22.9K
|
9.73K
$1.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
148+ 0.34% |
$21.2K - $22.7K
|
43.1K
$7.31M
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
148+ 3.34% |
$21.2K - $22.7K
|
4.58K
$776K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
147+ 3.96% |
$21K - $22.6K
|
3.86K
$653K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
147+ 0.38% |
$21K - $22.6K
|
38.6K
$6.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
147+ 1.46% |
$21K - $22.6K
|
10.2K
$1.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
147+ 1.11% |
$21K - $22.6K
|
13.3K
$2.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
146+ 0.24% |
$20.9K - $22.4K
|
60.6K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
146+ 0.75% |
$20.9K - $22.4K
|
19.7K
$3.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
145+ 0.66% |
$20.7K - $22.3K
|
22.3K
$3.77M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
144+ 10.02% |
$20.6K - $22.1K
|
1.58K
$268K
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
143+ 4.8% |
$20.4K - $22K
|
3.12K
$529K
|
|
|
Feb 12, 2024
Q4 2023
|
Cowen And Company, LLC
|
BUY
|
- |
141+ 4.7% |
$20.2K - $21.6K
|
3.14K
$532K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
140+ 4.09% |
$20K - $21.5K
|
3.56K
$604K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
139+ 2.6% |
$19.9K - $21.3K
|
5.49K
$931K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
137+ 4.76% |
$19.6K - $21K
|
3.01K
$511K
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
137+ 0.51% |
$19.6K - $21K
|
27.2K
$4.61M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
136+ 8.39% |
$19.4K - $20.9K
|
1.76K
$298K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
136+ 7.98% |
$19.4K - $20.9K
|
1.84K
$312K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
135+ 0.63% |
$19.3K - $20.7K
|
21.4K
$3.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
132New |
$18.9K - $20.3K
|
132
$22.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
131+ 5.99% |
$18.7K - $20.1K
|
2.32K
$393K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
130+ 6.4% |
$18.6K - $20K
|
2.16K
$366K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
130+ 6.04% |
$18.6K - $20K
|
2.28K
$387K
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
129+ 1.76% |
$18.4K - $19.8K
|
7.46K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
129+ 4.18% |
$18.4K - $19.8K
|
3.21K
$544K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
128+ 0.49% |
$18.3K - $19.7K
|
26.2K
$4.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
128+ 2.54% |
$18.3K - $19.7K
|
5.18K
$877K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
128+ 1.56% |
$18.3K - $19.7K
|
8.34K
$1.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
127+ 1.66% |
$18.2K - $19.5K
|
7.79K
$1.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
126+ 1.88% |
$18K - $19.3K
|
6.83K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
125+ 6.67% |
$17.9K - $19.2K
|
2K
$339K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
124+ 0.1% |
$17.7K - $19K
|
118K
$20M
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
123+ 2.26% |
$17.6K - $18.9K
|
5.56K
$942K
|